Take the first step toward reaching your Financial Goals

Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Educational Seminars

Taxes in Retirement

Attend this seminar and learn about:

• The changing rules for a retiring generation of baby boomers
• Possible tools and strategies available to retirees to help develop a retirement tax strategy
• Strategies to help protect yourself against the taxation of your Social Security income
• Understand the official new tax reform rules and their impact on your retirement

March 2
Taxes in Retirement
6:30 pm | Carrollwood Cultural Center
4537 Lowell Rd, Tampa, FL 33618
May 1
Taxes in Retirement
6:30 pm | Carrollwood Cultural Center
4537 Lowell Rd, Tampa, FL 33618
July 12
Taxes in Retirement
6:30 pm | Carrollwood Cultural Center
4537 Lowell Rd, Tampa, FL 33618
September 21
Taxes in Retirement
6:30 pm | Carrollwood Cultural Center
4537 Lowell Rd, Tampa, FL 33618
November 7
Taxes in Retirement
6:30 pm | Carrollwood Cultural Center
4537 Lowell Rd, Tampa, FL 33618

Estate Planning

No upcoming events.

Wine & Wisdom

March 30
Wine & Wisdom
6:00 pm | Davis Island Gardens Club
81 Columbia Dr, Tampa, FL 33606

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 813.502.1228.